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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
651
Wall Street Financial Group
Illinois
$8.54K +$9.02K +606 New
HHCP
652
Hilton Head Capital Partners
South Carolina
$7.82K +$7.96K +535 +2,675%
AA
653
Ancora Advisors
Ohio
$7.68K
AA
654
Addison Advisors
Vermont
$7.6K +$447 +30 +6%
TWM
655
Tripletail Wealth Management
Florida
$7.15K
FCMT
656
Founders Capital Management (Texas)
Texas
$7.04K
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$6.88K
PWMG
658
Prestige Wealth Management Group
New Jersey
$6.82K
S
659
Sachetta
Massachusetts
$6.69K +$3.93K +264 +125%
SWM
660
Spire Wealth Management
Virginia
$6.3K +$104 +7 +2%
TC
661
Truvestments Capital
Florida
$6.09K
AGWCA
662
Annis Gardner Whiting Capital Advisors
Florida
$5.78K +$2.96K +199 +94%
MSFP
663
Mark Sheptoff Financial Planning
Connecticut
$5.75K +$5.96K +400 New
SWM
664
SHP Wealth Management
Massachusetts
$5.67K +$2.52K +169 +73%
BIA
665
Bell Investment Advisors
California
$5.52K
PWA
666
Physician Wealth Advisors
Utah
$5.47K
KFAS
667
Keating Financial Advisory Services
Kansas
$5.41K +$2.69K +181 +89%
MCM
668
Manchester Capital Management
Vermont
$5.33K -$2.81K -189 -33%
SEP
669
Signature Equity Partners
Ohio
$5.12K +$4.15K +279 +332%
PIS
670
POM Investment Strategies
North Carolina
$4.85K
RCM
671
Raleigh Capital Management
North Carolina
$4.82K +$5.09K +342 New
HWA
672
HHM Wealth Advisors
Tennessee
$4.73K +$5K +336 New
AFC
673
Ares Financial Consulting
California
$4.67K
JWA
674
JFS Wealth Advisors
Pennsylvania
$4.24K +$164 +11 +4%
MCM
675
MV Capital Management
Maryland
$4K -$15 -1 -0.4%

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.